How AI Failed Us and What It Means for Advisors
Artificial intelligence is everywhere right now.
And like many advisors, we were curious.
So we ran an experiment.
We tried letting AI-generated voices record The Advisors Business Hour.
On paper, it worked.
The words were right. The structure was right.
But something important was missing.
The connection.
In this episode, Jeff Mount, Financial Advisor and Growth Strategist, and Sherry Sarver Johnson share what went wrong in that experiment and why it revealed a deeper truth about technology, trust, and the future of advisory relationships.
Advisors don’t operate in a transactional industry, they operate in a trust-based one.
Clients aren’t deciding whether an advisor is “correct.” They’re deciding whether they feel safe, understood, and supported, especially in moments of uncertainty or crisis.
This episode explores:
- Why AI can sound accurate but still feel wrong
- The difference between efficiency and connection
- The emotional “trust test” clients apply in real conversations
- Common fears advisors have about AI, and what reality actually looks like
- Where AI can add real value without replacing the human advisor
AI can organize information.
AI can simulate tone.
AI can improve efficiency.
But it cannot replace empathy, presence, lived experience, or reassurance, the qualities that cause clients to trust an advisor with their financial future.
If you’re an advisor trying to navigate AI thoughtfully without losing your voice, your authenticity, or your client relationships. This conversation offers clarity, perspective, and practical guidance.
🎙️ The Advisors Business Hour is created by Jeff Mount and powered by Beneficial Business Solutions, helping advisors grow ethically, sustainably, and with purpose.
👉 Listen to Episode 3 now and join the conversation.
